CFA Society San Francisco to Partner With UC Berkeley Extension on
Claritas®

August 06, 2014 06:07 PM Eastern Daylight Time

SAN FRANCISCO--(BUSINESS WIRE)--CFA
Society San Francisco is partnering with UC
Berkeley Extension to offer a new course designed to help students
earn the new Claritas® Investment Certificate, offered through CFA
Institute. The Institute created the Claritas Investment Certificate and
exam to give anyone working in or entering the financial services
industry a clearer understanding of the investment industry and the
professional responsibilities within it. UC Berkeley Extension’s Claritas
Fundamentals course covers ethics and regulation, inputs and tools,
investment instruments, industry structure and controls, and ways to
serve client needs. Culminating in a mock exam, the course prepares
students to sit for the Claritas exam.

“Increased confidence, improved communication and stronger knowledge of
industry essentials are just a few of the benefits you’ll gain with the
Claritas Investment Certificate,” says CFA Society San Francisco
Executive Director Maren Amdal. “We are so pleased to partner with an
organization of the prestige and respect of UC Berkeley Extension to
bring this new program to the public.”

“Whether you’re in HR, marketing, sales, operations, IT or any other
role that supports investment decision makers, Claritas enables
employees to help their businesses provide superior service to clients,”
says UC Berkeley Extension Business, Technology and Engineering Director
Paul Emery. “In fact, the solid overview you get in the Claritas
Fundamentals course is beneficial for those working in any
business setting.”

With its origin dating back to March 1929, the CFA Society San Francisco
(CFASF) is the second oldest and seventh largest of the 140 societies
globally that now constitute the membership arm of the prestigious CFA
Institute, issuer of the Chartered Financial Analyst Designation.
Currently, the Society’s 3,250 members include investment professionals
employed by Bay Area banks, insurance companies, investment counselors,
brokers, public agencies, universities and corporations.

ABOUT UC BERKELEY EXTENSION:

Founded in 1891, UC Berkeley Extension is the continuing education
branch of the University of California, Berkeley. Extension offers
professional development and personal enrichment in the classroom and
online—including more than 2,000 courses and more than 75 professional
certificates and specialized programs of study—for adults in the San
Francisco Bay Area and beyond.